2024-09-03T20:43:42-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990EZ 2023-01-01 133415691 REAL ESTATE RESEARCH INSTITUTE REAL 8606926341 100 PEARL STREET 13TH FLOOR HARTFORD CT 06103 CHARLES WURTZEBACH PRESIDENT 8606926341 2024-08-29 1 0 NICOLE LEE P01307175 8605614000 2024-08-29 2023 2024-08-08 14:25:15Z X WWW.RERI.ORG X X 182781 X 167500 5850 9431 182781 125000 7375 41105 173480 9301 364813 0 374114 X 424373 427614 11440 15000 435813 442614 71000 68500 364813 374114 X THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO: 1. ESTABLISH AN AGENDA OF ISSUES CRITICAL TO A BETTER UNDERSTANDING OF REAL ESTATE MARKETS, INVESTMENT CHARACTERISTICS AND PERFORMANCE. 2. RAISE FUNDING TO SUPPORT OBJECTIVE RESEARCH ON THESE KEY ISSUES. 3. SOLICIT, EVALUATE AND FUND SPECIFIC PROPOSALS FOR RESEARCH FROM ACADEMICS, INDUSTRY AND THE BROADER INVESTMENT COMMUNITY. 4. COMMUNICATE THE RESULTS AS BROADLY AS POSSIBLE. SUPPORTED RESEARCH OF ISSUES CRITICAL TO UNDERSTANDING OF REAL ESTATE MARKETS. SPONSORED AN ANNUAL SEMINAR TO COMMUNICATE RESULTS OF THE RESEARCH. PROVIDED WORKING PAPERS AND SUBMITTED ARTICLES TO PUBLICATIONS. 125000 0 0 X CHARLES WURTZEBACH PRESIDENT (THROUGH 5/23) 0.50 0 0 0 MARTHA PEYTON TREASURER TO 5/23 THEN PRESIDENT 0.50 0 0 0 DR THOMAS ARNOLD DIRECTOR (THROUGH 05/23) 0.50 0 0 0 ANDRA GHENT DIRECTOR 0.50 0 0 0 GAIL HAYNES DIRECTOR (THROUGH 05/23) 0.50 0 0 0 MAURICIO RODRIGUEZ PH D DIRECTOR (THROUGH 05/23) 0.50 0 0 0 EVA STEINER DIRECTOR TO 5/23 THEN TREAS/SEC. 0.50 0 0 0 JIM COSTELLO DIRECTOR 0.50 0 0 0 JACQUES GORDON DIRECTOR 0.50 0 0 0 ROBERT SMEDLEY CHAIRMAN EMERITUS 0.50 0 0 0 MARIYA LETDIN DIRECTOR 0.50 0 0 0 GREG MACKINNON DIRECTOR 0.50 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA CT NY GAIL HAYNES 100 PEARL STREET 13TH FLOOR HARTFORD CT 06103 8606926341 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 168000 154000 153000 172500 167500 815000 168000 154000 153000 172500 167500 815000 395000 420000 3628 554 19 2617 9431 16249 831249 17050 0.50530 0.53890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 9,431. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ANTHONY ORLANDO . AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: AVIS DEVINE . AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: CAITLIN S. GORBACK . AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ERKAN YONDER . AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: EVA STEINER . AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: JASON DAMM . AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: JEREMY GABE . AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: JESS CORNAGGIA . AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: KAREN MCGRATH . AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: LIANG PENG . AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: LONNIE HENDRY . AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: NILS KOK . AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: PIET EICHHOLTZ . AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: REBEL A. COLE . AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: XUE XIAO . AMOUNT GIVEN: 12,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ZONGJIN QIAN . AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 125,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: WEBSITE EXPENSE. AMOUNT: 1,440. DESCRIPTION: BANKING FEES. AMOUNT: 807. DESCRIPTION: OTHER EXPENSES. AMOUNT: 484. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 306. DESCRIPTION: SEMINAR EXPENSE. AMOUNT: 29,731. DESCRIPTION: TRAVEL. AMOUNT: 8,337. TOTAL TO FORM 990-EZ, LINE 16: 41,105. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: SPONSORS RECEIVABLE. BEG. OF YEAR AMOUNT: 10,000. END OF YEAR AMOUNT: 15,000. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,440. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 70,000. END OF YEAR AMOUNT: 68,500. DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.